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Santa Maria, CA 93455

Phone: (805) 569-9487
Fax: (805) 569-9542
E-mail: info@platformta.com

Financial Reporting and Dashboard

Save 40+ hours per month on financial reporting and cut time spent checking data accuracy by 75%. Achieve real-time visibility into business performance.

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Best-in-class financial reporting software with unsurpassed visibility

With Sage Intacct’s financial reports, you get the agility and flexibility to quickly slice-and-dice the details that matter to all key stakeholders: investors, executives, sales, finance, and other departments. And when you have new questions, dive deeper with custom reports, dashboards, or visualizations. Reach peak performance with fast answers for confident decision-making.

Financial reporting and dashboards software that turns data into insight

Sage Intacct’s innovative general ledger includes 10 dimensions to capture the business context of your transactions, operational measures, and budgets. That means you can quickly access or create reports that analyze real-time business performance by business drivers – without managing a complex chart of accounts.

Our 10 predefined dimensions are ready to go out of the box, including department, item, and employee. And it’s easy to add more dimensions to reflect unique business drivers and take your financial reports to the next level.

Improve business agility while saving hundreds of hours

Most accounting systems can only handle financial data, but Sage Intacct tracks and reports both financial and operational data—like square footage, available hospital beds, SaaS metrics, or other granular measures that matter to your business.

With all your financial and operational data in one place, Sage Intacct’s best-in-class multi-dimensional visibility of your income statements, balance sheet, or your statement of cash flow and more, enables you to slash time spent checking the accuracy of your financial data so you can start making strategic decisions that will impact your business.

In addition to greater visibility, Sage Intacct Collaborate brings the whole team together by adding an additional secure social layer embedded in your Sage Intacct financial management system. Collaborate spans every process and device so your finance, sales, and services teams can cooperatively resolve any issue.

Get rich financial reports, your way

With Sage Intacct, financial reporting and analysis options are almost limitless. Compare operational statistics with financial metrics. Check summary roll-up figures for multiple entities—even if it’s only mid-month. Drill down to source transactions for granular transparency instantly. Flag trends and spot exceptions with powerful report visualizations.

With Sage Intacct dashboards and financial reporting, you can compare performance across any business driver that matters to you. You get 150 built-in financial reports as well as the ability to easily create custom reports. Forget Excel reporting, waiting for customized projects, or relying on external tools.

Dive deeper and go further with financial reporting and dashboards

Sage Intacct’s interactive custom report writer lets you easily create real-time reports that tackle your toughest financial reporting needs. Get the insights you need in seconds to address complex issues and respond to market changes.

Start with hierarchical field selection, drag-and-drop design, and automatic conditional formatting, grouping, and subtotals. Then go to the next level with calculated columns with calendar and math functions, conditional logic, rolling sums and aggregations, and pivot tables. And when you need specifics, just drill down to transaction details.

Sage Intacct accounting software products— #1 in customer satisfaction

We’ve earned the highest customer satisfaction in the industry from G2 since we focus on delivering an integrated accounting solution that puts your success first.

Visibility is where we’ve recognized the biggest gains from switching to Sage Intacct—its drill down capabilities are like night and day compared with Dynamics, and we love Sage Intacct’s permissions-based dashboards. I save days of report preparation each month, because we’ve created helpful self-service dashboards where our executives, client services team, and department heads can find relevant, timely business insight on demand.

Natalie Bonczek
Controller, Red Door Interactive

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